See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,440 | $73,867-68.3% | $143,757-83.7% | $68,494-65.8% |
| Participation rate | 67.2% | 66.7%+0.6pp | 80.3%-13.1pp | 67.9%-0.7pp |
| Annual return | -18.43% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $598 | $3,184-81.2% | $4,951-87.9% | $2,596-77.0% |
| Participant deferral / active EE | $3,035 | $3,384-10.3% | $5,637-46.2% | $4,027-24.6% |
| Admin fee / account holder | $949 | $5,755-83.5% | $14,673-93.5% | $5,403-82.4% |